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Elevate Capital Advisors, Inc.

● SEC registered since 2020CRD 288190SEC# 801-119997Eagle, CO
Export (members)
Ranks #5,118 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$156.5M
Fund GAV
$133K
Private funds
1
Employees
6
Accounts
589
Location
Eagle, CO

Elevate Capital Advisors, Inc. assets under management

Elevate Capital Advisors, Inc. operates as an SEC-registered investment adviser based in Eagle, CO. The firm has been registered since 2020. It reports $156.5 million in regulatory assets under management and employs 6 people. Elevate Capital Advisors, Inc. manages 1 private fund with combined gross assets of $132,500, including Elevate Ventures Nsg Investment Fund, LLC. By regulatory assets, it ranks 5,118 of 5,911 private fund managers.

Elevate Capital Advisors, Inc. private funds

1 funds · $133K GAV
FundTypeGross assetsMin.
Elevate Ventures Nsg Investment Fund, LLCVenture Capital$133K$50K

Elevate Capital Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Kenneth Allen Armstrong ControlManaging Member/ Chief Compliance Officer50-75%2017
Shane Rielly Fleury ControlManaging Member50-75%2017

Frequently asked questions

How much does Elevate Capital Advisors, Inc. manage?

Elevate Capital Advisors, Inc. reports $156.5 million in regulatory assets under management on its Form ADV.

How many private funds does Elevate Capital Advisors, Inc. manage?

Elevate Capital Advisors, Inc. manages 1 private funds with combined gross assets of $132,500.

How many employees does Elevate Capital Advisors, Inc. have?

Elevate Capital Advisors, Inc. reports 6 employees.

Where is Elevate Capital Advisors, Inc. located?

Elevate Capital Advisors, Inc. is based in Eagle, CO and has been SEC-registered since 2020.

Does Elevate Capital Advisors, Inc. disclose fund performance?

Elevate Capital Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address313 Chambers Ave., Suite D, Eagle, CO 81631
Phone970-328-7526
Office hours8:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1909571
Discloses disciplinary historyNo

Assets under management

Discretionary$147.3M
Non-discretionary$9.2M
Total (RAUM)$156.5M

Service providers